WhyYouShouldLearntoLovetheBrave New WorldofLowLiquidity http://www.nakedcapitalism.com/2013/09/why–you–should–learn–to–love–the–brave-new-world–of–low–liquidity.html The Financial Times reportedearlierthisweek (hat tip Scott) how banks are cutting the size of corporate bond trading desks and reducing the size of trading inventories, all as a result of big bad regulations. As a result, the banks would like us to know, investors might be hurt by a lack of liquidity! Horrors! The reporter, Tracy Alloway, is too savvy to … Seguir leyendo Why You Should Learn to Love the Brave New World of Low Liquidity

It’s China, it’sbadloans, andit’ssecuritisation http://ftalphaville.ft.com/2013/09/13/1632862/its-china-its–bad–loans–and–its–securitsation/ What could possibly go wrong? It looks increasingly likely that China is gearing up for another round of bad-loan cleansing with asset management companies seemingly beingpreparedforsome more NPLabsorption and a move towards what might be loosely termed market-based approaches to restructurings. It looks like this will include securitisation, which Chinese authorities have been dipping their toes back into since a … Seguir leyendo It’s China, it’s bad loans, and it’s securitisation

Egyptfor Sale http://feedly.com/k/1g8x6Tz Yves here. This piece provides an intriguing analysis and a lot of detail to support its thesis that Egypt’s inability to generate the income needed to make payments on IMF loans means the country is likely to have its assets stripped. But be warned that the author clearly is offended by the Arab Spring uprisings and repeatedly, and incorrectly, calls them a … Seguir leyendo Egypt for Sale

Post del forero Namreir de burbuja.info: Pues va a ser que los brotes verdes era hierba pintada de verde. La produccion industrial en julio cae un 1,5% con respecto a junio y un 2,1% con respecto a julio de 2012. Los datos lejos de mejorar, empeoran. Como unico brote verde deciros que europa ya tiene peores datos que españa. Comparación mensual (Junio/Julio) de Alemania. -2,3 … Seguir leyendo Se acelera la caida de la produccion industrial en la zona euro

It’sOfficial. America’s ‘SuezMoment’ Has Arrived http://feedly.com/k/1aFGJfn SubmittedbySimonBlackofSovereignManblog, Inthesummerof 1956, EgyptianpresidentGamalAbdelNassernationalizedtheSuez Canal, sparking a worldwide crisis. The Suez links the Mediterranean to the rest of the world, and it’s one of the most important maritime thoroughfares in international trade. So this was a big deal. Britainwas a majorstakeholderinthe canal, and almost immediately, the British government put together a small coalition consisting of the UK, France, and … Seguir leyendo It’s Official. America’s ‘Suez Moment’ Has Arrived

Italyfloatedplanstoleave euro in 2011, saysECBinsider – Telegraph Blogs http://feedly.com/k/185Jdff shared via http://feedly.com Seguir leyendo Italy floated plans to leave euro in 2011, says ECB insider – Telegraph Blogs

TritiumLevelsAtFukushima Surge To New Highs http://feedly.com/k/18TyeaS As if the "developed" world did not have enough things to worry about, moments ago VOA’sSteveHermanreported that the radioactive problem in Japan, the country hosting the 2020 summer olympics, continues to deteriorate uncontrollably, and citing Jiji, said that TepcorevealedtritiumlevelsintheFukushimagroundwaterhavejustsurgedto a new high. From Jiji, googletranslated: A problem radioactive contamination water leaks in large quantities from a storage tank of … Seguir leyendo Tritium Levels At Fukushima Surge To New Highs

Eurozone industrial slumpdasheshopesofstrongrecovery – Telegraph http://feedly.com/k/1eIqDkh shared via http://feedly.com Seguir leyendo Eurozone industrial slump dashes hopes of strong recovery – Telegraph